PeopleSoft Enterprise Catalog Management For Financials, ESA, And SCM 9 .

PeopleSoft Enterprise Catalog Management for Financials, ESA, and SCM 9.1 PeopleBook November 2009

PeopleSoft Enterprise Catalog Management for Financials, ESA, and SCM 9.1 PeopleBook SKU fscm91pbr0 Copyright 1992, 2009, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

Contents Preface PeopleSoft Enterprise Catalog Management Preface . ix PeopleSoft Enterprise Catalog Management . ix PeopleBooks and the Online PeopleSoft Library . ix Common Elements Used in This PeopleBook . x Chapter 1 Getting Started With PeopleSoft Enterprise Catalog Management . 1 PeopleSoft Catalog Management Overview . PeopleSoft Catalog Management Business Processes . PeopleSoft Catalog Management Integrations . PeopleSoft Catalog Management Implementation . Storing Attachment Files . Defining Installation Options . Creating Categories and Category Hierarchies . Creating Enterprise Catalog Definitions . Registering Partners . 1 2 4 4 5 5 5 5 6 Chapter 2 Understanding PeopleSoft Catalog Management . 7 Managing Partner Processes . 7 Creating Category Hierarchies . 8 Defining Transformations . 8 Defining Categorization . 9 Creating Versioning . 9 Archiving and Purging . 9 Managing Security . 9 Defining Roles . 10 Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. iii

Contents Chapter 3 Accessing PeopleSoft Catalog Management Functions . 13 Navigating PeopleSoft Catalog Management . 13 Understanding PeopleSoft Catalog Management Navigation . 13 Pages Used to Navigate PeopleSoft Catalog Management . 14 Chapter 4 Setting Up PeopleSoft Catalog Management . 17 Storing Attachment Files . Understanding Attachments and Images Feature . Storing Attachment Files . Defining Installation Options . Pages Used to Define Installation Options . Specifying Installation Parameters . Selecting Fields for Categorization Rules . Defining Default Workflow Notifications . Understanding Workflow Notifications . Pages Used to Define Default Workflow Notifications . Defining Default Notifications . Creating Categories and Category Hierarchies . Understanding Categories and Category Hierarchies . Pages Used to Create Categories and Category Hierarchies . Creating Categories . Creating Category Hierarchies . Loading Hierarchies . Registering Catalog Partners . Understanding Catalog Partner Registration . Pages Used to Maintain Catalog Partners . Adding New Partner Information . Adding Partner Address Information . 17 17 17 18 19 19 20 20 21 21 21 22 23 23 23 24 26 27 27 28 28 31 Chapter 5 Creating Enterprise Catalog Definitions . 33 Defining New Enterprise Catalogs . Common Elements Used in This Chapter . Pages Used to Define New Enterprise Catalogs . Defining General Catalog Information . iv 33 33 34 35 Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.

Contents Assigning Enterprise Managers and Granting Privileges . Assigning Partners and Granting Privileges . Associating Category Hierarchies . Specifying Workflow Options . 36 37 38 39 Chapter 6 Importing Partner Source Files . 41 Defining Catalog Source Layouts . Understanding Data Source Types . Pages Used to Define Catalog Source Layout . Defining the File Format . Specifying File Fields . Defining Master Catalog Source Layouts . Understanding Master Catalog Source and Map Concepts . Pages Used to Define Master Catalog Sources . Defining Master Catalog Sources . Importing Source Data . Understanding the Source Data Import Process . Pages Used to Import Source Data . Importing Partner Source Data Into PeopleSoft Catalog Management . Importing Partner Source Data Using a Master Catalog Source . Viewing and Correcting Import Errors . 41 41 44 44 46 48 49 49 50 51 51 52 53 55 56 Chapter 7 Mapping, Transforming, and Loading Partner Source Data . 57 Defining Catalog Maps . Understanding the Mapping Process . Understanding Master Maps . Pages Used to Define Catalog Maps . Defining Map Information . Defining Map Field Details . Performing Map Edits . Previewing Map Results . Transforming and Loading Data . Understanding the Transformation and Loading Process . Pages Used to Transform and Load Data . Transforming and Loading Offering Data . Removing Partner Versions . Understanding the Removal Process . Page Used to Remove Unused Partner Versions . Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. 57 58 59 59 61 62 63 64 64 64 66 66 69 69 69 v

Contents Removing Unused Partner Versions . 69 Chapter 8 Categorizing Offering Data . 73 Understanding Configurable Categorization and the Categorization Process . Creating Categorization Rules . Pages Used to Create Categorization Rules . Creating Rules . Defining Category Substitutions . Pages Used to Define Category Substitutions . Defining Substitutions . Categorizing Partner Offering Data . Pages Used to Categorize Partner Offering Data . Categorizing Partner Offerings . Reviewing Categorization Results . Common Elements Used in This Section . Pages Used to Review Categorization Results . Reviewing Categorization Results . Updating Partner Offering Details . Updating Proposed Offering Categories . Updating Catalog Offering Categories . Choosing Partner Offering Categories . Revalidating Partner Offerings . Approving Categorization Results . Pages Used to Approve Categorization Results . Approving Proposed Categories and Catalog Offerings . 73 74 74 74 76 76 76 77 78 78 81 81 82 83 88 88 89 89 90 90 91 91 Chapter 9 Staging and Browsing Partner Offerings . 93 Staging Partner Offerings . Page Used to Stage Partner Offerings . Staging Partner Offerings . Browsing Staged Offerings . Pages Used to Browse Staged Offerings . Browsing Staged Partner Offerings . Browsing Staged Partner Offerings by Hierarchy . Browsing Staged Enterprise Catalog by Offering . Browsing Staged Enterprise Catalog Offerings by Hierarchy . vi 93 93 93 94 95 96 96 98 98 Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.

Contents Chapter 10 Producing and Syndicating Enterprise Catalogs . 99 Moving Catalogs to Production . 99 Understanding Catalog Versioning . 99 Page Used to Move Catalogs to Production . 99 Moving Catalogs to Production Status . 100 Browsing Production Offerings . 100 Pages Used to Browse Production Offerings . 101 Browsing Production Enterprise Catalog by Offering . 102 Browsing Production Enterprise Catalog Offerings by Hierarchy . 102 Browsing Production Partner Offerings . 102 Browsing Production Partner Offerings by Hierarchy . 102 Rolling Back Catalogs to a Previous Version . 103 Understanding Catalog Versioning and Rollbacks . 103 Page Used to Roll Back Catalogs to a Previous Version . 103 Rolling Back to a Previous Catalog Version . 103 Syndicating Catalogs . 104 Page Used to Syndicate Catalogs . 104 Syndicating Catalogs . 104 Archiving and Purging Catalog Data . 106 Understanding the Archive Process . 106 Page Used to Archive and Purge Catalog Data . 106 Using the Archive and Purge Catalog Data Feature . 106 Archiving Enterprise Catalog Data . 108 Purging Archived Data . 108 Restoring Archived Data . 109 Chapter 11 Maintaining Enterprise Catalog and Partner Offerings . 111 Adding or Changing Enterprise Catalog Data . Pages Used to Add or Change Enterprise Catalog Data . Maintaining Enterprise Catalog Data . Adding or Changing Partner Offering Data . Page Used to Add or Change Partner Offering Data . Maintaining Partner Data . Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. 111 111 112 113 113 113 vii

Contents Chapter 12 Comparing Versions of Partner Catalogs . 115 Generating Comparison Reports . Page Used to Generate Comparison Reports . Generating Comparison Reports for Partner Catalogs . Viewing Comparison Reports . Page Used to View Comparison Reports . Viewing Comparison Data . 115 115 115 116 116 116 Appendix A Using Component Interfaces . 119 Using Component Interfaces to Access Components . 119 Appendix B Setting Security Options For Workflow . 121 Setting User Profile Attributes . Setting Permissions . Defining Role Options . Updating SMTP Settings . 121 121 122 123 Appendix C Setting Automatic Daily Partner Cleanup . 125 Understanding Daily Partner Cleanup . Initiating Automatic Daily Partner Cleanup . Setting the Recurrence Schedule . Setting Process Definition Options . Initiating the Application Engine Process Request . 125 125 125 126 126 Index . 127 viii Copyright 1992, 2009, Oracle and/or its affiliates. All Rights Reserved.